https://mediaforum.net/tags/china/ Recent content in China on Media Forum Hugo en-us Tue, 25 Aug 2026 00:00:00 +0000 https://mediaforum.net/micron-mu-and-sandisk-sndk-sold-off-on-a-weibo-post-why-i-think-the-market-priced-the-wrong-thing/ Tue, 25 Aug 2026 00:00:00 +0000 https://mediaforum.net/micron-mu-and-sandisk-sndk-sold-off-on-a-weibo-post-why-i-think-the-market-priced-the-wrong-thing/ <p>Start by discounting me. I own memory. Some of it through leveraged wrappers, which means Monday cost me roughly double what it cost a sane person. So I have every reason to talk myself into thinking the sellers were idiots, and you should read the next few paragraphs with that in mind.</p> <p>Read them anyway, because I don&rsquo;t think the sellers were idiots. I think they were selling a different market than the one that exists.</p> https://mediaforum.net/nike-trades-at-2014-prices-as-on-and-hoka-take-the-ground-it-used-to-own/ Mon, 24 Aug 2026 00:00:00 +0000 https://mediaforum.net/nike-trades-at-2014-prices-as-on-and-hoka-take-the-ground-it-used-to-own/ <p>The stock is down close to forty percent this year and touched levels last seen in September 2014. A JPMorgan analyst moved it to underweight earlier this month, calling the turnaround under Elliott Hill too slow. The named causes are competition from On and Hoka and weaker demand in China.</p> <p>Twelve years of price appreciation erased is a large statement about a company that still sells an enormous quantity of shoes. The question is what the market thinks has broken.</p>